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@kakashiii111 Avatar @kakashiii111 Kakashii

Kakashii posts on X about china, open ai, money, investment the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social Influence #

Social category influence technology brands XXX% stocks #3968 countries XXXX% finance #4018 cryptocurrencies XXXX% social networks XXXX% fashion brands XXXX% travel destinations XXXX% celebrities XXXX% currencies XXXX%

Social topic influence china #4740, open ai #321, money 1.04%, investment #361, chips #139, gpu #968, $amd 0.69%, has been 0.69%, malaysia #1019, singapore #1424

Top accounts mentioned or mentioned by @warezthebeefe @aq_lp0 @denisewu @joe126521 @m202019705763 @dariocpx @bogatayaakula @energycredit1 @psibirskiy @cackenbools @mothercabrininy @dmckdani @stocks_fan101 @poezhao0605 @rwang07 @hotaisle @mojo_flyin @carnivoretradrz @bobbydo01596102 @the_drdoom

Top assets mentioned Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Unilever plc (UL) 4 (4) Robinhood Markets, Inc. (HOOD) Broadcom, Inc. (AVGO) Marvell Technology Inc (MRVL) Goldman Sachs (GS) Bitcoin (BTC) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Nvidia was up over $XXX billion on a similar vendor financing LOI. So why is AMD only up XX% It should be at least 50%. Why is there discrimination on Wall Street"
X Link @kakashiii111 2025-10-06T11:49Z 21.4K followers, 13.4K engagements

"Broadcom has XXX Chinese partners and distributors operating in mainland China. Many of these entities are owned or controlled in ways that would trigger the new BIS rule issued on September XX 2025 that is they are at least XX% owned by or have significant minority ownership from companies listed on the Entity List or the MEU List. Do you think Broadcom will conduct the additional due diligence now required by BIS under this new rule"
X Link @kakashiii111 2025-10-13T18:05Z 21.4K followers, 4856 engagements

"Trillions of dollars worth of investment for $XXXX billion in annualized revenue. cc: The Information"
X Link @kakashiii111 2025-08-26T18:21Z 21.4K followers, 44.1K engagements

""President Xi just had a bad moment." Thats the rudest comment Trump could have made. Id expect more actions from China very soon"
X Link @kakashiii111 2025-10-12T17:37Z 21.4K followers, 136.2K engagements

"Mark is still in a spending mood. Cant wait to see how much Meta spent in the upcoming earnings report"
X Link @kakashiii111 2025-10-11T19:15Z 21.4K followers, 2895 engagements

"Unpopular opinion: Imposing export controls on all critical software may actually do more good than harm to China. China and its executive entity Huawei have been working hard to develop their own domestic critical software and adoption has already begun across multiple industries though progress has been slow. This could be the push China needs for faster domestic adoption and a complete shift away from foreign software including but not limited to Windows macOS Android and CUDA"
X Link @kakashiii111 2025-10-11T06:35Z 21.4K followers, 24.7K engagements

"SMCI the king of irregular accounting practices and partner in crime of Nvidia provides the Blackwell GPUs to Lambda in which Nvidia is a leading investor and major client. Nvidia then rents the GPUs provided by SMCI back for $1.5B effectively paying for its own GPUs. This isnt a racket; its the biggest company in the world perfecting the art of round-tripping revenue artificially recognizing income to beat Wall Street estimates and turning their own GPUs in a never-ending money loop"
X Link @kakashiii111 2025-09-08T07:43Z 21.4K followers, 41.8K engagements

"The Dutch government chose a bad time for this odd move. I wouldnt be surprised if ASMLs application for rare earth materials get rejected effectively cutting the company off from accessing them until further notice"
X Link @kakashiii111 2025-10-12T18:09Z 21.4K followers, 29K engagements

"This makes me wonder how many of these paid subscribers are coming from India and Indonesia and how much they lose per $X paid user If they plan to double the paid users it may mean more losses in general Im not sure I can see how they can generate profit on these users"
X Link @kakashiii111 2025-10-15T07:34Z 21.4K followers, 3573 engagements

"@BenBajarin "Three to five-year refresh cycle" while there are some neoclouds (coreweave) claiming of six-year"
X Link @kakashiii111 2025-10-10T04:28Z 21.4K followers, 1158 engagements

"China is coming prepared in advance to the negotiation table with the US and they know exactly what Americas Achilles heels are: 1.Strict rare-earth export controls 2.Crackdown on any attempt to import Nvidia H20 / RTX Pro 6000"
X Link @kakashiii111 2025-10-10T04:24Z 21.4K followers, 21.4K engagements

"Pornhub it seems like"
X Link @kakashiii111 2025-10-14T18:41Z 21.4K followers, 10.9K engagements

"The Warrant Agreement - potentially valued at up to $XXX billion representing a XX% stake of OpenAI in AMD if AMD reaches its target price of $XXX per share (a $X trillion valuation) reminds me of the AOL/Time Warner merger which occurred at dot-com era before the market peaked. On January XX 2000 three months before the markets peak AOL and Time Warner stunned the world with the largest merger in history at that time valued at over $XXX billion. It was an all-stock and debt deal with no cash involved. AOL shareholders received one share of the new company for each AOL share they held while"
X Link @kakashiii111 2025-10-07T08:33Z 21.4K followers, 5081 engagements

"@poezhao0605 OpenAI & Co. want to lock you into their ecosystem just like WeChat or Alipay do"
X Link @kakashiii111 2025-10-15T03:25Z 21.4K followers, XXX engagements

""Three to five-year refresh cycle" while there are some neoclouds (e.g. coreweave) claiming of six-year"
X Link @kakashiii111 2025-10-10T04:35Z 21.4K followers, 4704 engagements

"Theres a "small" problem when it comes to tracking CoWoS demand which ultimately reflects TSMCs client orders (Nvidia Broadcom Apple etc). TSMC requires its clients to reserve CoWoS capacity well in advance if they want to guarantee their supply. Nvidia which aims to deliver around $XXX billion in annual revenue next year over a XX% increase from this year must lock in enough CoWoS capacity from TSMC to secure that supply meet Wall Street expectations and keep the party going. The problem This reservation is based on Nvidias own demand forecast not the actual demand from its customers. In"
X Link @kakashiii111 2025-10-09T08:14Z 21.4K followers, 29.4K engagements

"SoftBank had to take an $8B bridge loan to complete the first part of OpenAIs round as they didnt have the cash available. The question is how will they come up with the $22.5B needed for the second part of the round Selling ARM stock Well find out soon"
X Link @kakashiii111 2025-09-30T18:25Z 21.4K followers, 26.4K engagements

"Another note from my side: According to the FT OpenAI has $13B in ARR with XX% coming from ChatGPT subscriptions which account for X% of its 800M weekly active users. That means OpenAI generates $9.1B in ARR from 40M paid users or about $XXXXX ARR per user which is roughly $XXXXX per month per user. But what about all those Pro users paying $XXX a month Do these 40M paid users include business and enterprise accounts If so the average per-user revenue would be around $2530 for business users (paid annually). Many things dont add up. I have so many questions about the figures in that FT article"
X Link @kakashiii111 2025-10-15T04:58Z 21.4K followers, 51.8K engagements

"Twice the entire electricity consumption of New York. Fortunately for OpenAI and its partners in those circular deals the algorithm cant actually understand what these numbers mean it just reads figures and buzzwords like GW" datacenters or multibillion"
X Link @kakashiii111 2025-10-13T13:27Z 21.4K followers, 8671 engagements

"I'm in dubai for a short weekend and I can say that dubai is the most overrated and expensivr city I've ever been. If it wasn't for money luandering this city would be empty"
X Link @kakashiii111 2023-03-05T08:42Z 21.4K followers, 67.6K engagements

"Sep 152025 - NVIDIA Violates Anti-Monopoly Law State Administration for Market Regulation Decides to Launch Further Investigation Recently following a preliminary investigation it was found that NVIDIA Corporation violated the Anti-Monopoly Law of the Peoples Republic of China and the Announcement of the State Administration for Market Regulation on the Anti-Monopoly Review Decision of Approving NVIDIA Corporations Acquisition of Shares in Mellanox Technologies Ltd. with Additional Restrictive Conditions. In accordance with the law the State Administration for Market Regulation has decided to"
X Link @kakashiii111 2025-09-15T08:06Z 21.4K followers, 23.3K engagements

"The Beat-and-Raise Machine Meets the Law of Big Numbers: Jensen Huangs Playbook to Keep the Bubble Inflated The recent moves and developments from Nvidia since its last earnings call in August are no coincidence. Every step has been carefully and sophisticatedly planned by Jensen Huang himself personally approved and executed to win the war that is now approaching Nvidia: the war of big numbers. The traditional beat and raise game has become exponentially harder when the numbers themselves are $XX billion $XX billion and in the next two years potentially $XXX billion in a single quarter."
X Link @kakashiii111 2025-09-28T06:32Z 21.4K followers, 60.6K engagements

"What we know so far about the last round of xAI: X. $7.5B in equity with $2B coming from Nvidia equal to a quarter of the total equity funds. X. $12.5B for the GPU-related vehicle for use in Colossus X which means that 250300K GPUs can be bought with these funds almost the 550K promised by Elon. Does this mean that is for xAI regarding GPUs Or will there be another circular deal with Nvidia to complete the rest of the 550K Be sure Jensen will make sure Elon stands by his promise. X. xAI operational expenses are approximately $1B per month. Does this include the rest of the datacenter buildout"
X Link @kakashiii111 2025-10-08T04:54Z 21.4K followers, 19.9K engagements

"The Most Nvidia GPU Importers by Country September 2025 Update The map for September 2025 brings no surprises: X. USA no words needed here. X. Mexico where many of Nvidia's partners have established a footprint due to its proximity to the U.S. and easier export access to China and other third-party countries. X. Malaysia Malaysia continues to build an AI empire in SEA. X. Singapore Singapore continues to be a good port location for big shipments which can later be relocated elsewhere. X. Indonesia a fresh new AI hub location that continues to expand with datacenters and GPU imports. Southeast"
X Link @kakashiii111 2025-10-11T09:45Z 21.4K followers, 12.3K engagements

""make AI inference much more energy-efficient." Pat Gelsinger may get a call from Jensen soon"
X Link @kakashiii111 2025-10-04T16:55Z 21.4K followers, 4066 engagements

"Hanwha Ocean ranks 6th among the top XX shipyards by order intake in 2024"
X Link @kakashiii111 2025-10-14T07:27Z 21.4K followers, 5679 engagements

"No word on an IPO The path to an IPO has many legal and regulatory obstacles so for now it seems unlikely to happen anytime soon. In addition this five-year SPAC dream plan doesnt show a clear exit for investors. I would be concerned and block any further funding if I were an OpenAI investor. But most of them are also invested in companies that have circular deals or partnerships with OpenAI so it seems they have no choice but to keep providing their final rounds of funding until this Titanic sinks together with all their affiliated companies. Inevitable ending"
X Link @kakashiii111 2025-10-15T04:30Z 21.4K followers, 7868 engagements

"On September XX 2025 Nvidia proudly rolled out a fancy PR announcing it would invest up to $XXXX billion usd in infrastructure with up to 160000 GB300 chips in the UK and 300000 worldwide. Now it turns out Nvidia will fund this project fully or partially to buy its own chips through SPV called Nscale. The total Roughly $XX billion - the same figure Nvidia had previously announced for those AI factories. In other words Nvidia invests and helps Nscale which acts as Nvidias SPV acquiring Nvidia chips with Nvidias money and then renting them out to Microsoft while marketing itself as the AI"
X Link @kakashiii111 2025-10-15T09:47Z 21.4K followers, 58.4K engagements

"So Dan Niles comments that this bubble will continue are: Dot-com was six years. We are now only three years since ChatGPT. So we have a few more years because the dot-com era lasted six years so this must be similar right Token generation is currently exploding. He forgot that internet users kept growing even after the dot-com era but its okay. People tend to remember what fits their narrative. The Fed is also likely to cut rates again in two weeks and again in early December. Bullish. It really helped during the dot-com era and every other crisis. In an environment fueled by easy money it"
X Link @kakashiii111 2025-10-14T03:08Z 21.4K followers, 12.9K engagements

"Good week Goldman Sachs folks. Im glad youre concerned about the OpenAI NVIDIA (MOU) deal. Could you also focus on the fundamentals of the 100+ startups and companies that NVIDIA has invested in or led rounds for since ChatGPT was introduced many of which received GPU in exchange of cloud credits/stake from NVIDIA In some cases NVIDIA is the Savior supporting theme.g. CoreWeave Lambda Crusoe. They also deserve to be evaluated on fundamentals even though most of them are private right right"
X Link @kakashiii111 2025-10-06T04:32Z 21.4K followers, 19.1K engagements

"Over half of Broadcoms total revenue last quarter and about XX% of its product revenue came from the Asia Pacific region which is just a polite way of saying China Singapore and Malaysia. To make logistics easier for China Broadcoms main warehouse conveniently sits in Malaysia. When Tan was asked whether any of Broadcoms products get diverted to China he laughed and said no comment"
X Link @kakashiii111 2025-10-13T17:33Z 21.4K followers, 27.5K engagements

"Behind these fancy words in this bombastic PR what does it actually mean That Alibaba will have access to Nvidias most advanced chips for data processing model training and so on Is this just going in circles around chip export controls"
X Link @kakashiii111 2025-09-24T08:09Z 21.4K followers, 3014 engagements

"Why add new jobs when you can use this money to buy more GPUs or add some Bitcoin to the companys treasury"
X Link @kakashiii111 2025-10-05T03:10Z 21.4K followers, 8203 engagements

"@poezhao0605 After Mellanox China doesnt trust any acquisitions anymore"
X Link @kakashiii111 2025-10-13T08:14Z 21.4K followers, 9666 engagements

"@poezhao0605 It all comes down to the fact that Apple and Google didnt allow super apps to exist except in China. With Gen AI the West may finally catch up"
X Link @kakashiii111 2025-10-15T02:51Z 21.4K followers, XXX engagements